electrical grid
also referred to as: electrical grids · the electrical grid
16 statements across 16 episodes · 8 bullish · 2 bearish · 15 people on the record · first statement Mar 3, 2022 by Jesse Rivest · across every show →
Everything said about electrical grid, oldest first
Mar 3, 2022
Rivest: Air conditioning is the leading cause of electrical grid blackouts
“I don't know if ice solves the electricity consumption and CO two emissions part of the problem, but it certainly solves a really important problem about air conditioning, which is that air conditioners are the number one cause of blackouts on the electrical g…”
Aug 11, 2022 bullish
Kann: Grid reliability requires managed charging for a meaningful portion of EVs
“I don't think there's any really good argument that we aren't going to need some form of managed charging for at least some meaningful portion of EV chargers. Otherwise it's going to be a huge problem from the grid perspective.”
Oct 27, 2022
Nov 10, 2022 neutral
Jan 18, 2023
May 11, 2023 negative
Hertz-Shargel: Siting Bitcoin mines beside existing renewables merely displaces clean power
“The reality is that The total number, the total amount of load on the system has grown, and therefore all you've done is displaced other customers who would be served by that renewable generation. So it's, and so your number of pigeons has grown, and so you kn…”
Feb 15, 2024 neutral
May 2, 2024 positive
Jun 13, 2024
Janus: AI training latency constraints require single-site gigawatt data centers
“Because those training models are in and of themselves a big machine, and so you can't, and this is not my forte and my area of expertise around the actual architecture inside of a training model, but my understanding of sort of the constraints there is that y…”
Mar 27, 2025 positive
Norris: Data center curtailment requires only partial load reduction in most hours
“When we ran the numbers, so like at that, that 0.25% load curtailment rate on average, we found that the number of hours in which Curtailment would be required. Some amount of curtailment would be 85 hours, but in 73 of those 85 hours, at least 50% of the new …”
Apr 7, 2025 positive
May 6, 2025 bullish
Brown: Locational grid strain will favor VPPs over central power plants
“There is going to continue to be, you know, more and more of a challenge that our system tries to struggle to grow to meet that demand, not just on the aggregate basis, But really on the distribution and locational basis, and I think that's also what's very un…”
Oct 21, 2025 bearish
Jan 2, 2026 bullish
Battaglia: Advanced weather forecasting has massive headroom for electric grid optimization
“But I have a feeling that there's a lot of headroom, a lot more to be gained in how we, you know, plan our, you know, how to operate our electrical grids, how we predict what the electrical demand is going to be.”
Mar 12, 2026 bullish